Shopify: Bull vs. Bear

Shopify: Bull vs. Bear

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is Zoom Video an Acquisition Target?

Is Zoom Video an Acquisition Target?

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying exp...

22 Marras 202228min

Bob Iger 2: Return of the CEO!

Bob Iger 2: Return of the CEO!

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected change...

21 Marras 202223min

Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos

Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hi...

20 Marras 202219min

2022: New Learnings for Investors

2022: New Learnings for Investors

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - T...

19 Marras 202225min

Big Retail, Holiday Preview, and Chewy CEO Sumit Singh

Big Retail, Holiday Preview, and Chewy CEO Sumit Singh

If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance...

18 Marras 202239min

Family Ties & the “Buffett Premium”

Family Ties & the “Buffett Premium”

Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common. (0:21) Ron Gross discusses: - Getting inspiration from a sitcom character - Buying his 1st stock...

16 Marras 202219min

"A combination of fraud and delusion"

"A combination of fraud and delusion"

One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) ...

15 Marras 202227min

Twitter's Gift To Competitors

Twitter's Gift To Competitors

Social media companies selling advertising have been handed an unexpected gift (if they're able to take it). (0:21) Jason Moser discusses: - Disney's historic win at the box office this weekend being...

14 Marras 202223min

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